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We need a way to re-order worksheets as they are automatically added to the tickets

We need a way to control what order worksheets are added in to the system. For example, we have a diagnosis, virus removal, final checks, and closeout worksheet that is added to virus removal jobs. But, when adding the sheets, the system will put diagnosis AFTER the virus removal sheets. This doesn't make sense. In the custom field editing page, please make it possible to assign an order of insertion for the worksheets.

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Paul Schwegler shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

3 comments

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  • Seby Bell commented  ·   ·  Flag as inappropriate

    I've noticed, if you catch it in time, you can delete the worksheets and add them to the ticket in the order you want (top to bottom). It would still be great to be able to reorder them though, perhaps assign a sort order value.

  • vernongeek commented  ·   ·  Flag as inappropriate

    Yes this is a challenge. I created 5 worksheets on cleanup ticket (3 public and 2 private), and had to add them one at a time and save each time so they were in the proper order on the Ticket. However, when they get printed to my Invoice ticket notes, they appear in REVERSE order. Confusing ofr the client.

  • Anonymous commented  ·   ·  Flag as inappropriate

    We have somewhat the same worksheet that is physically printed and attached to each system. If we can reorder the way the worksheets appear in the ticket when they're added, it would help a lot. It makes it hard to have techs search for the checklist they were working on and it doesn't look very organized on the ticket printout since they're not in order, our QA steps show up before our check-in steps, etc.

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